Integration
Connect Freshworks CRM and Plug&Pay
When New Account fires in Freshworks CRM, your agent runs Add Order Comment in Plug&Pay, or New Order in Plug&Pay to Add Note to Contact in Freshworks CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Freshworks CRM and Plug&Pay to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Freshworks CRM and Plug&Pay can do together
From Freshworks CRM to Plug&Pay
When New Account in Freshworks CRM
then Add Order Comment in Plug&Pay
From Plug&Pay to Freshworks CRM
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Freshworks CRM and Plug&Pay
Triggers and actions 9 triggers · 48 actions
- New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
- New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
- New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
- New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
- New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
- New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
- Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
- Create Account
Creates a new sales account in Freshworks CRM.
- Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
- Create Contact
Creates a new contact in Freshworks CRM.
- Create Deal
Creates a new deal in Freshworks CRM.
- Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
- Find Account by Name
Looks up a sales account by name using the lookup endpoint.
- Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
- Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
- Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
- Get Account
Retrieves a sales account by ID in Freshworks CRM.
- Get Contact
Retrieves a contact by ID in Freshworks CRM.
- Get Deal
Retrieves a deal by ID in Freshworks CRM.
- Update Contact
Updates an existing contact by ID in Freshworks CRM.
- Update Deal
Updates an existing deal by ID in Freshworks CRM.
- New Order
Triggers when a new order is placed in your Plug&Pay account.
- New Product
Triggers when a new product is added to your Plug&Pay account.
- New Subscription
Triggers when a new subscription or installment plan starts in your Plug&Pay account.
- Add Order Comment
Adds an internal note to an order. Buyers do not see it.
- Add Subscription Comment
Adds an internal note to a subscription. Subscribers do not see it.
- Cancel Subscription
Cancels a subscription, optionally from a later date and with a reason.
- Clone Checkout
Makes a copy of a checkout page and returns the new checkout's ID.
- Clone Product
Makes a copy of an existing product and returns the new product's ID.
- Create Product Price
Adds a price to a product in your Plug&Pay account and returns the price ID.
- Delete Checkout
Deletes a checkout page from your Plug&Pay account.
- Delete Order
Deletes an order from your Plug&Pay account.
- Delete Product
Deletes a product from your Plug&Pay account.
- Delete Product Price
Removes a price from a product in your Plug&Pay account.
- Delete Promotion
Deletes a promotion from your Plug&Pay account.
- Delete Subscription
Deletes a subscription from your Plug&Pay account.
- Extend Subscription
Moves a subscription's next billing date later, extending the current period.
- Find Checkouts
Searches the checkout pages in your Plug&Pay account by name, product or status.
- Find Orders
Searches the orders in your Plug&Pay account by buyer email, invoice number, payment status, product, date range and other filters.
- Find Products
Searches the products in your Plug&Pay account by title, SKU, type, group and other filters.
- Find Promotions
Searches the promotions in your Plug&Pay account by name or product.
- Find Subscriptions
Searches the subscriptions in your Plug&Pay account by subscriber, status, product, billing dates and other filters.
- Get Checkout
Returns a checkout page from your Plug&Pay account by its ID.
- Get Order
Returns an order from your Plug&Pay account by its ID, optionally with its items, billing details and more.
- Get Order Payment
Returns the payment of an order: its status, method, provider and amounts.
- Get Product
Returns a product from your Plug&Pay account by its ID.
- Get Product Price
Returns one price of a product in your Plug&Pay account.
- Get Promotion
Returns a promotion from your Plug&Pay account by its ID.
- Get Subscription
Returns a subscription from your Plug&Pay account by its ID.
- List Order Comments
Returns the internal notes on an order.
- List Product Prices
Returns all prices of a product. When a checkout has its own pricing, that pricing takes precedence.
- Refund Order
Refunds an order and creates its credit order. The order must have an invoice number and must not already be refunded.
- Resume Subscription
Resumes a cancelled subscription so it renews again.
- Update Order Payment Status
Sets the payment status of an order, for example to mark it as paid.
- Update Product Price
Changes a price on a product in your Plug&Pay account. Fields left blank are not changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Freshworks CRM and Plug&Pay, answered
What can start an automation from Freshworks CRM?
Any of Freshworks CRM's 6 triggers in the catalog, including New Account, New Contact, New Deal and New or Updated Account. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Plug&Pay when something happens in Freshworks CRM?
Any of Plug&Pay's 31 actions, including Create Product Price, Update Order Payment Status, Update Product Price and Add Order Comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plug&Pay to Freshworks CRM?
Yes. When something happens in Plug&Pay, your agent can act in Freshworks CRM too. This page covers both directions: Plug&Pay's triggers and Freshworks CRM's actions are listed here as well.
Do I have to build a connector for Freshworks CRM or Plug&Pay?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Freshworks CRM and Plug&Pay without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.